Sergio Aguirre
Long Beach,CA
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in financial literacy and relationship building. Mastered the art of identifying customer needs, enhancing banking experiences, and boosting customer retention. Skilled in MS Office and bilingual communication, adept at fostering team cohesion and resolving conflicts with confidence.
Overview
8
8
years of professional experience
Work History
Bank Teller/Personal Banker
Wells Fargo
Wilmington, CA
03.2018 - Current
- Handled consumer and business transactions (deposits, payments, transfers, foreign currency, cash orders)
- Identified customer needs by having financial conversations and referring clients to an appropriate banker or representative
- Effectively used multiple systems and software’s while simultaneously conducting customer transactions
- ATM certified, handled ATM tasks (pulls, deposits, balances, jams, cash shipments)
- Provided excellent customer service while ensuring banking procedures were met effectively
- Educated customers by providing online alternatives to help with their banking needs
- Opened deposit product accounts (checking/savings/ CD’s)
- Opened credit lines (credit cards, personal loans)
- Referred business customers to merchant services after identifying potential needs
Barista
Starbucks Coffee Company
Signal Hill, CA
08.2016 - 03.2018
- Greeted customers by determining their coffee interests and needs
- Promoted coffee consumption by selling coffee, accessories, and supplies
- Educated customers by presenting and explaining the coffee drink menu and answering any questions customers may have had
- Prepared coffee drinks by following prescribed recipes and preparation techniques for coffee and tea drinks
- Maintained safe and healthy work environment by following organization standards and sanitation regulations
Education
Bachelor's Degree - Finance
California State University Long Beach
Long Beach, CA12-2024
Associate in Science for Transfer -
Long Beach City College
Long Beach, CA08.2022
High School Diploma -
Robert A Millikan High School
Long Beach, CA06.2017
Skills
- MS Office (Word, Excel, Outlook, PowerPoint)
- Bilingual (written and verbal communication)
- Risk management
- Financial literacy
- Attention to detail
- Time management
- Relationship building
- Conflict resolution
- Oral and written communication skills
- Critical thinking and problem-solving
- Teamwork skills
- Active listener
- Data inputting
- Financial software
- Banking software
Timeline
Bank Teller/Personal Banker
Wells Fargo
03.2018 - Current
Barista
Starbucks Coffee Company
08.2016 - 03.2018
Bachelor's Degree - Finance
California State University Long Beach
Associate in Science for Transfer -
Long Beach City College
High School Diploma -
Robert A Millikan High School